Takeaway: Please join us on Monday, March 16th, 2020 @ 2PM for next week's Position Monitor Update and Key Themes including THC, TDOC, and COVID-19.

Call Invite | Position Monitor | COVID-19 Policy Reponse, TDOC tailwinds, THC Benched - HCMonitor0313

Position Monitor | COVID-19 Policy Reponse, TDOC Tailwinds, THC Benched

Please join us on Monday, March 16th, 2020 @ 2PM ET - Add to Outlook Calendar

Public: CLICK HERE for event details (includes video link and materials link).

Position Monitor Updates

THC |  We've pushed THC to the Long Bench as it became clear that the risk of elective procedure prohibition was rising.  Initially, our analysis of COVID-19 suggested an inpatient tailwind net of elective deferrals.  But mediation is beginning to look increasingly aggressive with  rising potential that THC's Ambulatory business is significantly impacted.  Our Trackers for THC;'s Ambulatory and Hospital segments will be helpful in marking the trend.

TDOC |  We've been looking at potential for COVID-19 fears to drive in-person doctor visits over to telemedicine platforms permanently.  App downloads line up with the increase in COVID-19 interest in recent weeks.  Other anecdotes, such comments from a physician we spoke to this week, suggest patient volume remains stable.  On one hand, some patients are reducing their risk of contracting COVID-19 by staying away from doctors and hospitals, while others are afraid of losing their job and insurance and accelerating utilization in the near term. 

COVID-19 | We'll review the recent announcements from the White House that should bolster the response.  

LIVE Q&A | We'll be available to take questions following a brief update of our Health Care Position Monitor and Themes.

Thomas Tobin
Managing Director


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